Plan Snapshot
- Plan Sponsor: Hoag Memorial Hospital Presbyterian
- Sponsor EIN: 951643327
- Sponsor Address: P.O. BOX 6100, NEWPORT BEACH, CA, 926634162
- Plan Type: 401(k)
- Total Participants: 9,204
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,204 | $1.3B | $40.1M | $72.9M |
| 2023 | 8,596 | $1.1B | $36.4M | $64.8M |
| 2022 | 7,963 | $853.2M | $31.2M | $55.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $420,452 | — | $420,452 |
| SAGEVIEW | CONSULTANT | $105,000 | — | $105,000 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAGEVIEW — CONSULTANT
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $525,452
- Estimated Expense Ratio: 0.042% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $525,452 | — | $3,900 | — | — |
| 2023 | $658,668 | — | $1,200 | — | — |
| 2022 | $434,350 | — | — | — | — |